Delfi

Broker's Calls

Delfi to see continued margin pressure, analysts keep ‘hold’ and ‘add’ calls

DBS has maintained its target price on Delfi at 80 cents, while trimming FY2024 and FY2025 earnings estimates by 11% and 16% respectively on lower margin assumptions.

Broker's Calls

Brokers’ digest: Haidilao International Holding, CSE Global, Delfi

From Haidilao to Silverlake Axis, see what analysts have to say this week.

Broker's Calls

Lim & Tan lowers target price for Delfi, as the chocolate manufacturer has 'attractive yields' while awaiting recovery

The main contributor to Delfi’s weaker sales is a declining rupiah against the US dollar, which impacted raw material costs.
Delfi bracing for more near-term headwinds, CGSI lowers TP to 93 cents - THE EDGE SINGAPORE

Broker's Calls

Delfi bracing for more near-term headwinds; CGSI lowers TP to 93 cents

The analyst reiterates ‘add’ as he sees Delfi’s healthy cash flow as a strength amidst consumption weakness in the near term.
CGS International keeps ‘add’ on Delfi with lower TP of $1.10 on rising cocoa prices concerns - THE EDGE SINGAPORE

Broker's Calls

CGS International keeps ‘add’ on Delfi with lower TP of $1.10 on rising cocoa prices concerns

Average cocoa prices have risen 51.4% over the past 12 months against average prices in 2023.

Broker's Calls

Delfi to face some ‘bitterness’ ahead, analysts keep ‘hold’

DBS analysts have lowered their target price to 96 cents from $1.63 previously.
Why cocoa prices spiked and what it means for chocolate lovers - THE EDGE SINGAPORE

Commodities

Why cocoa prices spiked and what it means for chocolate lovers

The upshot is almost certainly bound to be more expensive chocolate that may come in smaller servings.
CGS International maintains 'add' call on Delfi but trims target price on slower growth and lower margin - THE EDGE SINGAPORE

Broker's Calls

CGS International maintains 'add' call on Delfi but trims target price on slower growth and lower margin

Delfi's total payout for FY2023 will be 4.32 US cents, up slightly from 4.3 US cents paid for FY2022.
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